Matthew Hamilton

CRD 6051420 · Charles Schwab & Co., Inc. · Roseville, CA

IA RegisteredBroker

Also appears in the source record as: Matthew David Walter Hamilton; Matthew Hamilton; Matt Hamilton

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
Registered states (11): Arizona · California · Florida · Idaho · Iowa · Missouri · Nevada · Oregon · Utah · Virginia · Wyoming
Years in the industry (source record): 6
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 6051420 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (7)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Roseville, CA · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Roseville, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Roseville, CA · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Roseville, CA · BC capacity

Jan 22, 2024 → Jul 29, 2024
Nylife Securities LLC
Santa Rosa, CA · BC capacity

Apr 2, 2021 → Jan 11, 2022
Edward Jones
Vacaville, CA · IA capacity

Jul 24, 2019 → Nov 9, 2020
Edward Jones
Vacaville, CA · BC capacity

Jul 1, 2019 → Nov 9, 2020

Source & corrections

Where this page comes from

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